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Fiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189
Manage episode 422499697 series 2869585
Innhold levert av Dale Buckner. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dale Buckner eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Join Dale Buckner and Brett Hansen as they discuss the importance and responsibilities of fiduciary investment advisors. With over 50 years of collective financial experience, Dale and Brett give expert insights into the world of fiduciary responsibilities and the benefits of fiduciary financial advisors. Additionally, Dale and Brett discuss the all-important 7 step process of financial planning, from the initial meeting to actively implementing and monitoring the financial plan. Tune in to learn more about the intricacies of fiduciary responsible financial planning and the process that financial planners conduct with clients.
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